Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
BGRO
32
HOLDINGS
50%
ALSO IN SEIM
SEIM
73
HOLDINGS
27%
ALSO IN BGRO
SECTOR DRIFT (BGRO minus SEIM)
OVERLAPPING HOLDINGS
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| Company | Weight in BGRO |
Weight in SEIM |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 12.5% | 6.2% | 6.2% |
|
ALPHABET INC. CLASS A | 4.8% | 5.2% | 4.8% |
|
APPLE INC | 5.1% | 3.8% | 3.8% |
|
MICRON TECHNOLOGY INC | 3.7% | 3.5% | 3.5% |
|
MICROSOFT CORP | 4.9% | 3.1% | 3.1% |
BGRO Overweight Relative to SEIM
|
NVIDIA CORP | 6.4% |
|
ALPHABET INC. CLASS C | 3.9% |
|
ELI LILLY & CO | 3.8% |
|
PALO ALTO NETWORKS INC | 2.6% |
|
QUANTA SERVICES INC | 2.6% |
|
ADVANCED MICRO DEVICES | 2.5% |
|
BROADCOM INC. | 2.5% |
|
META PLATFORMS INC | 2.2% |
|
AMPHENOL CORP-CL A | 2.1% |
|
SPACE EXPLORATION TECHNOLOGIES | 2.1% |
BGRO Underweight Relative to SEIM
|
VISA INC. CLASS A | -3.8% |
|
JOHNSON & JOHNSON | -2.9% |
|
BANK OF NEW YORK MELLON CORP | -2.8% |
|
EBAY INC | -2.4% |
|
UNITED RENTALS INC | -2.4% |
|
CARDINAL HEALTH INC | -2.3% |
|
NORTHERN TRUST CORP | -2.2% |
|
ROSS STORES INC | -2.2% |
|
KEYSIGHT TECHNOLOGIES INC | -2.1% |
|
TARGET CORP | -2.0% |